Wealth planning to protect your legacy
Wealth planning to protect your legacy and benefit your kids is often a top priority for parents; after all, The Bank of Mum and Dad…
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Essential financial habits for business owners
Financial habits seem simple enough, but when it comes to wealth management for high net worth individuals and business owners, the conversation can get very…
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2024 Autumn Budget: short-term pain, long-term gain?
Remember the 2024 Autumn Budget? It was only a month ago. The calendar says so, although it seems hard to believe. Anyway, while events have…
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Will the Trump US election win change your portfolio?
America has a new President following the Donald Trump US election win last month and the President-elect has announced a host of plans already. A…
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A big Autumn Budget
On the 30th October 2024, Chancellor Rachel Reeves delivered the most anticipated autumn budget in years. Shrouded in rumour, leaks and – let’s face it…
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Small caps, big returns?
Small caps tend to do very well for your money over the long run. But they’ve not come out to play in recent years –…
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Tilting for the emerging market: the China factor
Back in 1980 China was bottom of the investment list; a closed country – yet to experience economic development, let alone concerts by pop giants…
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First Wealth excel in ARC investment risk review
The question of investment risk is one that plays out in every area of life. We all make some 3,000 decisions a day. Cross the…
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What does your great wealth transfer look like?
What we call the great wealth transfer is coming… Inheritance is getting bigger. Research says it will form an ever-increasing part of current and future…
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Is there a Great Tax Raid coming?
Capital gains tax is one of many tax-based challenges in life. That’s for those paying it of course. The Government loves it – and estimate…
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James Bond or Corporate Bond?
When it comes to corporate bonds, American political consultant James Carville said it best: “I used to think if there was reincarnation, I wanted to…
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From entrepreneur to unicorn company: a First Wealth guide
The UK has just seen two record years for start-ups – a staggering 800,000 in 2020-21 plus 753,000 the following year; only a tiny fraction…
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COP28 and Your Wealth
The annual climate summit, known this year as COP28, has just finished. So, what is the interplay between COP28 and wealth? Can this big, glitzy…
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